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Rick Drew Location
Charlotte, NC, US
Rick Drew Work
Senior Financial Advisor @ (June 2026 - Present)
Wealth Planner @ (August 2024 - June 2026)
Managing Director | Portfolio Manager @ SEDNA Wealth Management (January 2018 - August 2024)
Regional Director @ (January 2010 - October 2017)
Senior Sales Consultant @ (January 2007 - January 2010)
Sales Consultant @ (January 2004 - December 2006)
Supervisor @ (January 2001 - December 2003)
Trader @ (August 1998 - December 2000)
Rick Drew Education
Florida Agricultural and Mechanical University
Bachelor of Science - BS (Business Administration)
North Carolina State University
(Certified Financial Planning)
University of Michigan
(Literature, Science and Arts)
The Wharton School
Certified Investment Management Analyst
Rick Drew Summary
Rick Drew, based in Charlotte, NC, US, is currently a Senior Financial Advisor at Vanguard. Rick Drew brings experience from previous roles at Advocus Private Wealth, SEDNA Wealth Management, Wells Fargo Asset Management and Evergreen Investments. Rick Drew holds a Bachelor of Science - BS in Business Administration @ Florida Agricultural and Mechanical University. Rick Drew has 2 emails and 1 mobile phone numbers on RocketReach.
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